Add a New Portal
- Plan: All
Roles and Permissions
- Add/Edit: Admin, Product Manager
- Delete (Global): Admin
- Delete (Creator): Product Manager
To create a new instance, click your the apps icon on the main navigation and select Customer Feedback Portal.
Once there, click on the green button labeled Add a Customer Feedback Portal.
Enter the portal's name and if it's associated to a particular product. This selection will affect both the portal and the widget, allowing you to automatically filter all feedback that comes in by the product selected.
As soon as you create a new portal, the portal's URL, embed code, and widget script will be available with portal customization options.
You can enable and disable a portal at any time by turning the available toggle on and off from within the portal options.
Only account admins will be able to see a list of all available products and portals in the system. Editors assigned as product managers to a product will only have access to view, create and manage portals for their respective products.
Multiple portals are only available for Advanced+ customers.